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LMPEX vs RWIHX
LMPEX vs RWIHX Comparison
Open Charts LMPEX vs RWIHX
Franklin Global Equity 1
Price$26.75
Change+$0.21 (+0.79%)
VolumeN/A
Net Assets477.13M
American Funds Capital World Gr&Inc R5E
Price$71.43
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
LMPEX vs RWIHX Comparison Chart in %
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LMPEX vs. RWIHX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LMPEX is a Buy and RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 136B vs. LMPEX (477M). RWIHX pays higher dividends than LMPEX: RWIHX (1.64) vs LMPEX (0.78). LMPEX was incepted earlier than RWIHX: LMPEX (19 years) vs RWIHX (10 years). LMPEX (1.04) is less costly to investors than RWIHX (0.56). LMPEX is a more actively managed with annual turnover of: 29.00 vs. RWIHX (27.00). LMPEX has a lower initial minimum investment than RWIHX: LMPEX (0) vs RWIHX (250). LMPEX annual gain was more profitable for investors over the last year : 12.56 vs. RWIHX (9.57). LMPEX return over 5 years is better than : 85.96 vs. RWIHX (54.03).
| LMPEX | RWIHX | LMPEX / RWIHX | |
| Total Expense Ratio | 1.04 | 0.56 | 186% |
| Annual Report Gross Expense Ratio | 1.04 | 0.56 | 186% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 10.492 | 13.685 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 136B | 0% |
| Annual Yield % from dividends | 0.78 | 1.64 | 47% |
| Returns for 1 year | 12.56 | 9.57 | 131% |
| Returns for 3 years | 65.18 | 50.99 | 128% |
| Returns for 5 years | 85.96 | 54.03 | 159% |
| Returns for 10 years | 113.57 | N/A | - |
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